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Workflows

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224 VOTE

See how a rule works during rule creation/edition

As an Admin, I want to be able to create a rule and immediately see how it impacts my inbox while I am creating the rule, so that I don't need to wait a few days to better understand whether it's behaving in the way that I need it to behave. Pleas...
over 1 year ago in Rule management / Workflows 2 Planned

Detect duplicate conversations & route them

Situation: Support teams can encounter multiple customer requests that are duplicates of previously resolved issues, leading to redundant work and decreased efficiency. Request: Implement a feature that automatically detects and flags duplicate cu...
25 days ago in AI / AI similar conversations / Workflows 1 Backlog
150 VOTE

Ability to copy rules

Provide the ability to copy rules instead of having to start custom rules from scratch every time and provide the ability to copy rules to other workspaces.
over 1 year ago in Workflows 4 Backlog

Expose Attachment filenames in Dynamic Variables

It would be useful to access a list of Attachment filenames (on Messages and/or Conversations) when working with Dynamic variables in Rules. One application of this could be; Scan attachment filenames to see if they match the pattern of my Stripe ...

Assign Due Dates to Conversations

It would be great if a teammate could assign a Due Date for when a reply needs to go out for a specific conversation. We could tie in the Due Date with existing SLA rules, or issues notifications if the Due Date passes without a response from the ...
about 1 year ago in Admin Experience / Custom fields / Workflows 0 Backlog

New [Is out-of-office] Teammate property for Dynamic Variables

Have a new [Is out-of-office] Teammate property to use in Dynamic Variables, in addition to [Is available] which returns false whether the status is Busy or Out-of-office.
about 1 month ago in Smart rules 0 Backlog

Add "Time of the day is" as Rule Trigger

The existing time criteria all exist as conditions to rules rather than triggers. For an overnight coverage use case it would be extremely helpful to have a time-based trigger be capable of taking action on a conversation. "When the clock strikes ...
7 months ago in Time-based options 3 Backlog

The ability to view & search within all rules that a company has

Giving admins the ability to have a top-down view of all rules that their company has. Would allow admins to search for specific rules based on their conditions.
over 1 year ago in Company rules 1 Backlog

Make Automatic Unassign when OOO Optional

Some users like using the snooze function. But we may have a bit of trouble if something is snoozed but reappears while the assigned person is Out of office status. Then the thread is unassigned and we can lose track of it. Not a big emergency but...
over 1 year ago in Assign 2 Backlog

SLA - Resolution time

SLA rules and analytics based on resolution time (not response time)
10 months ago in Insights / Workflows 0 Backlog